Vice President, Finance
Confidential
Vice President, Finance
About the Company
Dynamic financial advisory firm
Industry
Financial Services
Type
Privately Held
Founded
1998
Employees
201-500
Specialties
- wealth management
- retirement planning
- risk mitigation
- investment management
- divorcees
- estate planning
- financial planning
- mergers & acquisitions
- independent advisors
- widowhood
- succession planning
- hybrid ria
- financial advisor
- independent financial advisor
- growth strategy
- technology
- fintech
- wealthtech
- portfolio strategy
- and women leaders
About the Role
The Company is seeking a VP, Finance to lead its FP&A and Treasury functions. The successful candidate will be responsible for building and modernizing the finance operating model, with a focus on FP&A, treasury and liquidity management, strategic finance, and business performance reporting. This role requires a strong leader with a background in finance transformation, including experience in reporting automation, dashboard development, and long-range planning. The VP, Finance will also be involved in M&A activities, growth, and performance reporting, and will be expected to provide strategic financial insights to executive stakeholders. Applicants for the VP, Finance position at the company should have a Bachelor's degree in a relevant field, with an MBA, CPA, CFA, or other advanced finance credential preferred. A minimum of 7-10 years' experience in FP&A, Treasury, strategic finance, or related areas is required, with a preference for those who have worked in a private equity-backed, acquisition-oriented, or high-growth environment. The role demands a candidate with advanced Excel, financial modeling, and executive presentation skills, and the ability to lead organizational change and build high-performing teams. Experience in wealth management or similar financial services is also a plus. The VP, Finance will be measured on their ability to lead a high-performing team, develop and implement the company's finance operating model, and enhance financial reporting and analytical capabilities.
Hiring Manager Title
CFO
Functions
- Finance
Vacancy posted 4 days ago
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